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Portfolio and Order Management

A single platform for portfolio, order and risk management

Portfolio Master combines order management, portfolio management and risk management in a single application, enabling fund managers to streamline their operations and reduce complexity in their mid-back office.

Manage the full life cycle of a trade in a single application

Broadridge's multi-asset order and portfolio management solution enables your team to model and execute trades, track portfolios in real-time and ensure compliance and operations are up to date.

All Asset Classes

Complete Electronic Trading

Real-Time Positions and P&L

Post-Trade Processing

Specific Asset Class Solutions

Integrated Compliance Tools

A fully integrated solution that streamlines workflows

Portfolio Master combines modular solutions into one single platform to meet the real-time, front-to-back office needs of fund managers.

Enhance data management and mitigate risk

The Reference Data Suite includes specific components which can be used individually
to improve data quality and manage compliance requirements.

Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their businesses.